ADVANCED BUSINESS PLANNING SOLUTIONS

Helping Business Owners Protect, Grow & Realize The Value of Their Business.

A business owner's personal financial success depends on the success of their business.

When it comes to running a successful business, your experience and expertise is your strength. It's the engine that drives your growth and sets your business apart.

When it comes to building and implementing the drivers to protect, grow and realize your business' value and success, working with a trusted partner with the skill, expertise and experience is crucial.

Let our Team provide you with expert guidance to help you prepare for the unexpected and shape the future you envision for you and your business.

Who We Are

With over 30 years of experience in the closely-held business market, Aubrey Vaughn and his Team of specialists have a deep understanding of the numerous and often complex needs of business owners.

What We Do

Our Team carefully listens to what matters most to the business owner; then we help clarify and prioritize your goals and needs.

Once the Team fully understands the business owner's vision, we develop a plan designed to help you achieve your vision for the future.

The plan will feature cost-effective solutions that are customized to the business needs and reward employees for their unique contributions that make the business a success.

Our Areas of Expertise & Capabilities

  • Business Valuation
  • Business Succession & Exit Planning
  • Key-Employee Compensation & Benefit Planning
  • Group Benefits
  • Fee-Based Financial Planning
  • Estate Planning

The Planning Process

Our Team uses the following steps when working with clients:

  1. Discovery
    Learn about your business and what matters most, then help clarify and prioritize your goals and needs.
  2. Analysis
    Evaluate the various options that would accomplish your business and estate planning goals.
  3. Plan Design
    Work with you and your other advisors and other experts to develop a plan designed to help you achieve your vision for the future.
  4. Plan Implementation
    Coordinate business & estate planning strategies, review plan documents, and recommend appropriate, cost-effective solutions customized to meet the needs of the business.
  5. Systematic Review & Plan Service
    Follow up systematically to make certain your plan remains current and is updated as circumstances or objectives change.

Meet the Advanced Business Planning Team

Our Team of skilled financial representatives at Northwestern Mutual - Goodwin,Wright understand the complex needs of business owners and theri leadership team. Whether it is risk management, business succession, executive compensation and benefits planning, we have a Team that specializes in designing integrated solutions to meet your needs.


Aubrey Vaughn's Publications

Northwestern Mutual's Columns
Aubrey Vaughn was featured in Northwestern Mutual's financial representative publication - Columns - highlighting key insights relating to his business owner clients.

"Heart of The Matter" - April 2015

He was also quoted in an article - "Just Good Business" - from April 2013:

"One key to entering the closely-held business market is making sure business owners view you as someone who can help them with planning and solutions, rather than someone simply trying to sell them insurance products."

Advanced Planning Bulletin
Aubrey recommends the following article on utilizing the supplemental executive retirement plan (SERP) with a business buyout.

"Combining a SERP with a Business Buyout" - July 2007


Recommended Articles for Business Owners

Business Markets Stratey mapIf you own or operate a business, we recommend visiting our articles section.

With a focused expertise on the business owner, our Team can provide guidance for any stage of your business:

  • Starting Your Business
  • Growing Your Business
  • As Your Business Matures
  • Transferring Your Business

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Aubrey E Vaughn III

Aubrey E Vaughn III, CLU®, ChFC®, REBC®

Financial Advisor

  • Office 404-846-3017
  • Mobile 404-402-3303

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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.